Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PEJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEJ) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-300- 4.91% |
$10.5K - $12.7K
|
5.81K
$309K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-300- 9.87% |
$10.5K - $12.7K
|
2.74K
$146K
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-360- 1.06% |
$12.6K - $15.3K
|
33.5K
$1.78M
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-496- 3.6% |
$17.3K - $21K
|
13.3K
$707K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-501- 9.47% |
$17.5K - $21.2K
|
4.79K
$255K
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-537- 3.18% |
$18.8K - $22.8K
|
16.4K
$871K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-732- 7.56% |
$25.6K - $31K
|
8.96K
$476K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-975- 7.38% |
$34.1K - $41.3K
|
12.2K
$651K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.03K- 16.07% |
$36K - $43.7K
|
5.39K
$286K
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.19K- 10.7% |
$41.6K - $50.4K
|
9.94K
$528K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.2K- 52.09% |
$41.9K - $50.8K
|
1.1K
$58.7K
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.46K- 12.97% |
$51.1K - $62K
|
9.82K
$522K
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.47K- 11.16% |
$51.5K - $62.5K
|
11.7K
$624K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.7K- 26.76% |
$59.3K - $72K
|
4.65K
$247K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.32K- 41.87% |
$80.9K - $98.2K
|
3.22K
$171K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.74K- 13.93% |
$95.9K - $116K
|
16.9K
$901K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.72K- 15.13% |
$130K - $158K
|
20.9K
$1.11M
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.83K- 12.74% |
$169K - $205K
|
33.1K
$1.76M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.41K- 73.71% |
$189K - $229K
|
1.93K
$103K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.48K- 9.48% |
$192K - $232K
|
52.3K
$2.78M
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.15K- 26.13% |
$250K - $303K
|
20.2K
$1.07M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.92K- 18.95% |
$277K - $336K
|
33.9K
$1.8M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.94K- 4.78% |
$347K - $421K
|
198K
$10.5M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.7K- 8.79% |
$375K - $454K
|
111K
$5.92M
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-14.9K- 5.48% |
$521K - $631K
|
257K
$13.7M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.6K- 7.84% |
$547K - $663K
|
184K
$9.77M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-16.2K- 17.31% |
$567K - $687K
|
77.5K
$4.12M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25.2K- 58.2% |
$881K - $1.07M
|
18.1K
$962K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-48.9K- 41.13% |
$1.71M - $2.07M
|
70K
$3.72M
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-71.4K- 64.05% |
$2.5M - $3.03M
|
40.1K
$2.13M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-115K- 42.04% |
$4.01M - $4.87M
|
158K
$8.42M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-116K- 71.04% |
$4.07M - $4.93M
|
47.4K
$2.52M
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-135K- 99.87% |
$4.72M - $5.72M
|
172
$9.15K
|